Your Local Chapter Leaders

Australasian Chapter Directors

0 (3)
Bundaberg Fraser Coast
Bradley Hooley
With more than 30 years of global experience in Information Communication Technologies (ICT), Bradley has expertise in Business Solutions, Operations, Service Delivery, Program/Project Management, Transition & Transformation Management (in particular Digitial Transformation), IT Service Management, Change Management, Process Improvements and more.
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Bradley Hooley
Dale-Coutts
Victoria Regional
Dale Coutts
Dale has both a commercial background in the corporate sector as well as having his Consulting Business. Dale has studied in sales & marketing, communications, people behaviours, performance management and so much more.
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Dale Coutts
Di-Jones
Queensland Regional
Di Jones
Di is a Certified Business Advisor, Leadership Coach and Personal Mentor with over 20 years experience helping employees, business owners and corporate entities mitigate risk, identify opportunities and achieve their greatest potential.
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Di Jones
Grant-Charlesworth
New South Wales
Grant Charlesworth
Grant has had over 20 years’ experience in the Tourism & Hospitality industry and is considered a thought leader, regularly advocating for increased professionalism, skills and training to improve the industry. He is the CEO & Founder of Australian Luxury Escapes, a highly successful company that he founded 15 years ago. Grant’s expertise covers the breadth of the industry including customer service & retention, operational, distribution and sales and marketing strategies. He works with Business Owners across the country in educational and advisory programs helping them to improve their market share and growth.
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Grant Charlesworth
Grant-Howe
Tasmania
Grant Howe
Grant has been in the Financial Services Industry for 15 years. Grant is all about “working to live” and spending life doing the things that you love. It is these passions that have led him to build a game-changing business to help you make smart choices with your business and money, so you can do the same
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Grant Howe
James-Huy
Brisbane
James Hoy
James Huy is a Certified Practicing Accountant (CPA), a Registered Tax Agent, a Certified Exit Planning Adviser (CEPA) with the Exit Planning Institute, a Certified Practicing Business Broker (CPBB) with the Australian Institute of Business Brokering.
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James Hoy
jason-o.mahoney
Melbourne CBD
Jason O’Mahony
Jason is a Certified Business Advisor and has over 20 years’ experience helping SME’s better run their businesses.
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Jason O’Mahony
institute of advisors bookkeeping
Highgate
Melanie Power
Melanie Power is a serial small business startup addict, having had a range of businesses from accounting practices, motorcycle dealerships, finance brokerages and IT consultancy. Her passion and expertise is all about the planting and growing of businesses and she has a specific focus of empowering bookkeepers to live life to their own plan, and design a business that serves them and their clients!
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Melanie Power
Michel-Aliphon
Perth
Michel Aliphon
Michel is member of the Real Estate Institute of WA (REIWA) and the Australian Institute of Business Brokers (AIBB), and holds a bachelor of commerce degree in Economics and Marketing and a Diploma in Finance and Financial Services.
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Michel Aliphon
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Norwest Sydney
Paul Sweeney
Managing Director Paul Sweeney launched Pretium Solutions after a long and successful career in accounting and business advisory. Paul credits his passion for small business with growing up in country NSW, where family-run businesses were the cornerstone of everyday life.
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Paul Sweeney
institute of advisors canberra
Canberra
Phil Roberts
Phil is Experienced Business Advisor with a demonstrated history of working in the human resources industry. Skilled in Business Planning, HR Consulting, Coaching, Personnel Management, and Strategic Planning. Strong consulting professional.
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Phil Roberts
Phil-Johns
Adelaide
Philip Johns
Philip has over 25 years of working with small and medium sized businesses, providing consulting and business strategies. Philip has a wealth of knowledge and experience and more importantly, has a strong desire to help.
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Philip Johns
simon-prowse-1
Sydney
Simon Prowse
Simon is the director of Navwealth. He brings over 10 years of management and financial accounting experience. Specialising in GST, Salary Packaging. Simon will work with you to develop a comprehensive plan for your financial future.
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Simon Prowse
sue
Gold Coast
Sue McKeen
Sue McKeen is the principal/owner of PG&A Accountants. She holds a Bachelor of Commerce, a Master of Commerce and was made a Fellow of CPA Australia in 2017.
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Sue McKeen

New Zealand Chapter Directors

institute of advisors nz
New Zealand
Rob Dorey
Rob is a certified SME business advisor backed up by 30 years of Corporate business transformation experience. Rob is currently an active Angel Investor and specialises in using the Business Success Programme toolkit to reduce execution risk in high growth start-ups.
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Rob Dorey
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Waikato
Phil Wicks
After years serving in senior management positions in a number of successful New Zealand companies, Phil has helped his recent years developing brands, start ups and joint ventures. Phil's integrity and commitment have been a key factor in developing his advisory business and his understanding of the value of communication has been essential to his client's success
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Phil Wicks

North American Chapter Directors

greg voisen
California
Greg Voisen
Greg’s professional journey began with a career in insurance sales and financial planning, during which he found himself coaching clients to feel emotionally secure making major life investments. For the past 30 years, Greg has been honing his skills in business consulting, finance and psychology.
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Greg Voisen
institute of advisors gny
Greater New York
Jaimie Blackman
Jaimie is CEO of BH Wealth Management, bhwealth.com/riskvideo. Through his monthly column, speaking and training engagements, Jaimie educates thousands of professionals on ways to harmonize life & business values while building a successful business. BH Wealth offers a values-based approach for managing investment risk for both business and family wealth. Jaimie is the creator of MoneyCapsules ® , a values-based discovery process for Life and Succession Planning, powered by MAUS.
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Jaimie Blackman
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Greater New York
Linda A. Hamilton
Linda has more than 30 years owning a CPA firm in New York City which serves domestic and international tax clients. She enjoys sharing her knowledge and mentoring women entrepreneurs and other business advisors, accountants, and bookkeepers. Linda serves on the Partnership & LLC Tax Committee of NYSCCPA & is a member of The Women Presidents Organization, Financial Women’s Association, Advisory Board of Enterprising Women Magazine.
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Linda A. Hamilton
institute of advisors gr
Grand Rapids
Mary Van Skiver
Mary is a Business professional with expertise in human resources and overall operations in a variety of industries and organizational structures. She is client and people focused with experience collaborating across teams and departments.
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Mary Van Skiver
christman (2)
Las Vegas
Peter Christman
Peter Christman is the Co-Founder of the Exit Planning Institute as well as the Founder and CEO of the Christman Group. For more than 30 years, he has advised and coached owners of privately held, middle-market businesses in developing and implementing savvy business succession, exit and/or transition plans.
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Peter Christman

United Kingdom Chapter Directors

institute of advisors uk
North East England
David Blair
David is an experienced Corporate Strategist and Exit Planning Specialist. With over 30 years of experience, David has worked with over 50 growth companies, helping them raise and successfully deploy in excess of £250m and execute a variety of successful exits including merger, trade sale and IPO
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David Blair
institute of advisors uk
London
Gary Jesson
Gary is a founder and director of EFM Financinal Management, a progressive financial management firm that helps financial directors provide advice to SMEs.
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Gary Jesson
Gavin-Jones
Plymoth
Gavin Jones
With a proven track record in helping SME companies through accelerated growth in both sales and profit. David has the ability to really get under the skin of your business, identifying ways to operational excellence, routes to new markets, creating a robust business plan to work towards considered exit strategy.
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Gavin Jones

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institute of advisors uk
South West
Jason Mountjoy
Inspired by the principles of the Kinder Institute for Financial Life Planning, Jason takes a holistic approach to helping people deal with the financial matters that underpin all of our lives.
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Jason Mountjoy

Asia Chapter Directors

institute of advisors malaysia
Malaysia
Dr Fakhrul Anwar Zainol
Dr. Fakhrul has served as the the Director for the Center of Entrepreneurship at the Universiti Sultan Zainal Abidin. Currently, he serves as Associate professor at the faculty of economics and management sciences.
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Dr Fakhrul Anwar Zainol
institute of advisors India
India
P.P. Sukumaran
Sukumaran specializes working with large sized conglomerates. Currently he is serving as President Group HR at GVK Group one of India’s largest conglomerates.
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P.P. Sukumaran
institute of advisors hong kong
Hong Kong
Samuel Yip
Samuel is a senior business executive with proven ability to operate at board level to lead businesses specializing in the financial services industry.
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Samuel Yip

Learn more about the Institute

Our Vision

The Institute aims to empower professional Business Advisors around the world through certification and professional benchmarks & standards. The Institute, in conjunction with industry leading partners and other association bodies around the world, have developed a set of methodologies and processes that every Business Advisor should follow.

Our Purpose

The Institutes helps accountants, bookkeepers, wealth planners, consultants and other professionals integrate Business Advisory Services into their practice. The Institute delivers standards, processes and will recommend practical tools designed to advance the Business Advisory profession.

Institute events and local chapters bring together business brokers, accountants, bookkeepers, lawyers, financial planners, HR professionals and coaches into one organisation with the goal of educating and improving the knowledge, skills and professionalism of the advisory function as well as collaborating in groups to promote their local firms.